Stock Research
Homework Steps:
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Already know it?...
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THE KEY FACTS:
(quick snapshot... understanding your stock)
100   Stock ticker & Company Profile
110   Anatomy of a Stock - company snapshot
120   What the company does and how it makes its money
130   What Sector & Which Industry?
140   What Competitors?
150   Knowing The Share Price History
160   Knowing Number of Shares Outstanding
     
INTERNAL FACTORS:
(what the company controls)
200   Company Website
220   Annual Report (10K)
230   Latest Quarterly Report (10Q) & Other SEC Filings
240   Conference Calls
250   Earnings Guidance Provided
260   Insider Buying & Selling
270   Stock Splits
275   Secondary Offerings
280   Dividend & Yield
     
EXTERNAL FACTORS:
(what others control)
300   Analyst Ratings & Expectations
310   Major Holders
320   Major Index Membership
330   Short Position
340   News Headlines
350   Industry Events
     
KNOWING YOURSELF:
(what you can control)

400   Your Available Time
410   Age/Risk Tolerance
420   Don't Buy All At Once
430   Diversification
     
CHECK THE EXPERTS:
500   Jim Cramer's 25 Rules for Investing
510   Warren Buffett's Stock Portfolio
520   Business News - TV & Newspapers
530   Business News - Websites
540   Last check: Cramer's latest comments on MadMoneyRecap.com
     
TRADING RESOURCES:
600   Stocks 101: The Basics
610   Online Trading 101 (vs. paying a broker)
620   Anatomy Of A Stock:  The Parts
630   Mad Money Recap
640   Setting up your own free Yahoo! Finance Portfolio
650   Stock/Investing Glossary
     
ADVANCED TOPICS:
(coming soon)

700   Open Step
750   Open Step
790   Open Step
     
FREE HOMEWORK WORKBOOK CHECKLISTS:
800   Ongoing Weekly Homework for each of your stocks
WB   Free Stock Homework Workbook - PDF Download

 

 

 

 

 

 
 

Next Step:                                                                                                         Last updated:      
  130  What Sector & Which Industry?                                                                              Share

Reading more, beyond the bottom line...
Here's a quick example to understand these terms:

Sector:  Coca-Cola (KO) and Pepsico (PEP*) are both in the same "Sector" which is called, "Consumer/Non-Cyclical" products...

Industry:  ...and they are both competitors within the same subcategory of that Sector - called the "Industry" - which, in this case, is called:  "Beverages (Non-Alcoholic)."

This is important to understand given that you must know your stock's peers in any given business.  You must know all competitors to your stock to begin to predict its price, and whether it is headed lower or higher.


SECTOR:  A Sector is a general category describing the overall type of business conducted.
INDUSTRY:  The Industry (or subcategory) within a sector more specifically defines
the business that company is in.
Click image below to see COMPLETE LIST of Sectors and Sub-Industries: 
 
EXCLUSIVE TOOL (snapshot shown above):  To see a list of all Sectors and Industries within each sector, we have put together a special summary for you in one place, and we also provide you with two examples of competing stock examples listed for each sector and industry, click image above, or click here to see complete list, including two company examples in each industry...

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Hover over this text to see enlarged image

 

 


Intel Corporation (INTC)

Again, the reason why this step is critical is to identify your company's position in a designated Sector, and then the subcategory of that sector, the Industry.  Once you know your company, you can click on the Industry link (in this case, "Semiconductor - Broad Line," and see similar companies in that subcategory.  That leads you into our next step, Step 140, to identify and analyze your company's competitors.

What you should find in this step:

 
Our Key Findings from this step (and where we found the information)...
From this step, the conclusions you should find about Intel are in the following key points:
 

After we click on "Industry" from the sidebar, we see that Intel is a member of the following:

After we went on to click the Industry link for "Semiconductor - Broad Line" we find that they list the Top 5 industry performers (by Market Capitalization) in this Industry subcategory, which helps us to find these "direct" competitors to Intel, that we learn more about in the next step...

Hint:  The five top performing companies indicated are:

Multiple Industry Subcategories?
Note that some companies can participate in multiple, "crossover" industries.  For example, Apple (AAPL) started out as primarily a computer company (and was actually called Apple Computer, Inc. until January, 2007, when it changed its name to Apple, Inc., to better reflect its more diverse product line). 
Today, most of us know Apple in several industry categories, including computers (desktops, laptops, and now tablets) phones, and portable music devices and cameras with more likely to come.  The lesson is that you should find out all of the possible industry sub-categories that can affect your company's stock. 

 
 

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